Summary
What: Resources (drivers, vehicles, trailers, containers) can be assigned directly from an order, keeping trips visible and manageable on the planning board. A sort option lets planners keep trips in their originally planned position even when actual execution times differ.
Why: Planners need a reliable way to assign resources without navigating away from the order, and to keep the planning board stable when trips start later than planned — preventing missed or overlooked work.
How: Open an order, assign resources from the resource panel, then view and manage the trip on the planning board. Use the sort menu to switch between sorting by actual start time and sorting by planned start time.
Terminology
Term | Definition |
Resource | A driver, vehicle, trailer, container, or chassis assigned to a trip. |
Resource line | A row on the planning board representing a single resource. |
Planned start time | The start time set when the trip was last manually planned (created or moved on the planning board). |
Actual start time | The system-tracked execution start time, based on driver activity or status updates. |
Trip | A journey created from one or more orders, assigned to resources on the planning board. |
Assign resources to an order
Resources can be assigned directly from an order without navigating to the planning board.
OPEN the order.
SELECT the resource fields (driver, vehicle, trailer, container) in the order detail panel.
ASSIGN the relevant resources.
NAVIGATE to the planning board to view the planned trip on the resource line.
All planned trips are also visible in the Trips list view, where columns can be customised and data exported.
Warning when removing resources
When removing a resource from a trip, a warning is generated if:
The trip is already dispatched.
There are multiple orders on the trip.
Sort trips on the planning board
A sort option keeps trips in their originally planned position on a resource's row, so trips do not jump around when actual execution times differ from planned times.
Why this matters: When trips reorder automatically based on actual start times, a trip that has not yet been completed can appear to have moved forward - planners may assume it is already done. Keeping trips in their planned position prevents this confusion.
Steps to apply the sort
OPEN the planning board.
CLICK the sort menu in the toolbar.
SELECT Sort by resource: resource name + trips: planned start time under the trip sort options.
Trips inside each resource row now stay in their planned order, even when actual start times differ.
The default remains Sort by actual start time and can be changed at any time.
📚 This sort applies per resource line, and work on both the timeline and blocks views.
Resources themselves remain sorted by the existing resource-level sort logic.
Sorting by End time set by planner is not yet available.
Assign a trailer, container, or chassis to specific stops
Trailers, containers, chassis, and third-party costs can be assigned to cover specific stops on a trip, rather than defaulting to the full trip. This applies to trailers, containers, chassis, and third-party costs only — general resources such as drivers and trucks are not affected.
There are three ways to open the assignment modal:
DRAG a trailer, container, or chassis from the resources panel onto a trip on the planning board.
CLICK the edit icon next to Trailers/containers (trip) in the Route section of the trip detail.
USE the Third party costs section in the Route section of the trip detail.
Set the Start location
Use the Start location dropdown to choose where the assignment begins:
Start trip (default) — assigned from the trip's first stop.
Select stop on trip — choose an existing stop as the start point.
Add new start stop to trip — adds a new stop; fill in Stop action, Duration, and Location to define it.
Set the End location
Use the End location dropdown to choose where the assignment ends. Options work the same way:
End trip (default) — assigned until the trip's last stop.
Select stop on trip — choose an existing stop as the end point.
Add new end stop to trip — adds a new stop using the same inline fields.
📚 For third-party costs, setting the same stop for both Start location and End location assigns the cost to that single stop only.
Troubleshooting
Issue | Solution |
Trip moved unexpectedly on the planning board | Switch to Sort by resource: resource name + trips: planned start time to keep trips in their planned positions. |
Warning shown when removing a resource | Check whether the trip is dispatched or has multiple orders; confirm removal only if intended. |
Trailer/container covers the full trip instead of specific stops | Use the edit icon next to Trailers/containers (trip) to set specific start and end stops. |
Show final location on the Planboard location column
The Planboard location column can now show a driver's final planned location for the selected day, so planners can plan follow-up work from where the driver will actually finish.
Use Cases
Planners who open the day's board first thing in the morning want to see where each driver will end up once the planned trips are taken into account, rather than only the current activity or last known location.
When a driver has no trip planned for the selected day, the column falls back to the last known location instead of going blank, so the driver's position is always visible.
What the location column shows
The location column has two modes, selected per user in the Planboard customisation panel:
Show last location / current activity: the existing behaviour. It shows the current activity for today and the last known location for future dates.
Show final location: the new mode. It shows where the driver ends up on the selected day, taking the planned trips into account. If a trip is planned in the selected period, the column shows the final planned location of those trips. If nothing is planned, it falls back to the last known location from before the period.
The column header also shows the date the location refers to (for example before 17/3 or incl 18/3), so planners can tell at a glance which day the displayed location applies to.
Set the location column mode
NAVIGATE to the Planboard under Planning.
OPEN the customisation panel on the with the Customise icon on the resources view, then go to Resource info.
SELECT the location column mode from the dropdown: Show last location / current activity or Show final location.
REVIEW the location column and its header on the Planboard to confirm the selected mode and the date the location refers to.
The selected mode is saved per user, so each planner keeps their own preference.
📚 The mode is a per-user setting, so there is no tenant-wide default. Each planner picks their own mode.
Troubleshooting
Issue | Resolution |
The location column is blank in Show final location mode | This means no trip is planned in the selected period and no last known location is available before it. Check that the driver has a planned trip or a recorded previous location. |
The mode change is not visible on other views | The mode applies to the Planboard resources view only. The shipment list and timeline location displays are unchanged. |
Auto-filled pickup location when adding a start stop
When adding an owned container or trailer in the Assign resources window, Qargo now fills in the pickup location — wherever that container or trailer was last dropped off — users no longer have to look it up and type the address. It appears as soon as the user picks the container or trailer, and it can always be changed, for example if the container needs to go to cleaning first. Users still choose where it is going, because that is usually the loading address.
Auto-fill in the trip-level Assign resources modal
Resource start location offers Start trip, Select stop on trip, and Add new start stop to trip.
OPEN the Assign resources window on the trip.
SELECT Add new start stop to trip in the Resource start location dropdown. The stop form opens with Location still empty.
TICK the container or trailer in the Resources list on the right. Qargo fills Location with that resource's last drop-off location.
CHECK Activity, which defaults to Couple empty trailer, then CONFIRM the proposed Location — or change it if the resource needs to go elsewhere first, for example to cleaning.
SAVE the window.
Auto-fill in the order-level Assign resources modal
The order-level Assign resources window now includes Order start location and Order end location dropdowns, alongside the equivalent dropdowns on the trip-level window. The options differ slightly, because an order can hold more than one trip.
Order start location offers Start order, Add new start stop to first trip, and Add new start stop to order.
Order end location offers End order, Add new end stop to last trip, and Add new end stop to order.
OPEN the Assign resources window on the order.
SELECT Add new start stop to order in the Order start location dropdown. This adds the collect stop to the start of the order's first trip. The stop form opens with Location still empty.
TICK the container or trailer in the Resources list. Qargo fills Location with that resource's last drop-off location.
CHECK Activity, then CONFIRM the proposed Location, or override it as needed.
SAVE the window.
📚 The pickup location is proposed when the stop is added. It is not re-synced automatically if the container is later swapped for one stored in a different depot.
There is nothing to configure. The proposed location comes from the resource's last drop-off, the same source already used when a container or trailer is assigned directly on a trip.